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Technology Stocks : KEMET Corp. -- Ignore unavailable to you. Want to Upgrade?

To: techtonicbull who wrote (377)	7/31/2000 10:01:52 AM
From: All Mtn Ski	Read Replies (1) \| Respond to of 906

I would hope KEM would enter into contracts that would make double or triple ordering more transparent. Hopefully they learned something from the last downturn that killed their stock. It is in the OEM's best interests to get parts, and if they need to double order than so be it, an oversupply condition would benefit them, so why not double order? Having said that, I think KEM's management is aware of this, and would take steps to avoid this and would be very careful when adding new capacity. Tell me they have learned!!! Tom